Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (IOCT)

98 + Investors. Track Smart Money conviction in IOCT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
36%

Smart Money Signals — IOCT

Based on 99 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IOCT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
99 hedge funds hold IOCT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 36% buying

30 buying53 selling
Last quarter: 53 funds sold vs only 30 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-24 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 4 → 7 → 35 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 31% long-term, 33% new

■ 31% conviction (2yr+) ■ 35% medium ■ 33% new
Of the 99 current holders: 31 (31%) held >2 years, 35 held 1–2 years, and 33 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

21 → 4 → 7 → 35 → 11 new funds/Q
New funds entering each quarter: 4 → 7 → 35 → 11. A growing number of institutions are discovering IOCT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 38% veterans, 43% new entrants

■ 38% veterans ■ 18% 1-2yr ■ 43% new
Of 99 current holders: 38 (38%) held 2+ years, 18 held 1–2 years, 43 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
7 of 99 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IOCT

In 2026 Q1, 30 hedge funds were net buyers of IOCT (11 opened a new position, 19 added to an existing one), while 53 reduced or exited (37 trimmed, 16 sold completely) — a 36% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 99.

Hedge Fund Ownership: IOCT

How many hedge funds hold IOCT — quarterly history vs. share price
Quarterly hedge fund ownership of IOCT vs. share price

Market Analysis: IOCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IOCT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Innovator Etfs Trust (IOCT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IOCT has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
IOCT
+4.9%
SPY
+14.9%

IOCT outperformed SPY by -10.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
IOCT
+1.7%
SPY
+1.1%

Since the filing became public, IOCT outperformed SPY by +0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IOCT
98 + Investors

Track Smart Money conviction in IOCT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 98 104 -5.77%
13F Shares 4M 4M -7.47%
Total Value $135M $146M -7.46%
New Positions 11 35 -24
Increased Positions 19 36 -17
Closed Positions 17 6 +11
Reduced Positions 37 13 +24
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IOCT

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Financial Highlights

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Institutional Holders (2026 Q1)

98 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IOCT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IOCT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Broussard Financial Group LLC 11.02% 393,075 $13.8M
2 Access Financial Services, INC. 2.20% 177,252 $6.2M
3 Red Crane Wealth Management, LLC 1.93% 66,816 $2.3M
4 BFI Wealth Solutions, LLC 1.77% 52,150 $1.8M
5 Corrado Advisors, LLC 0.96% 52,617 $1.8M
6 Global Strategic Investment Solutions, LLC 0.80% 235,246 $8.2M
7 Wealthgarden F.S. LLC 0.63% 26,340 $923K
8 Atlantic Private Wealth, LLC 0.51% 22,345 $783K
9 Liberty Atlantic Advisors LLC 0.36% 11,948 $419K
10 Cornerstone Wealth, LLC/TN 0.36% 17,683 $636K
11 WPWealth LLP 0.36% 66,597 $2.3M
12 Gill Capital Partners, LLC 0.34% 33,725 $1.2M
13 Long Island Wealth Management, Inc. 0.34% 20,699 $726K
14 Opus Financial Solutions LLC 0.32% 9,623 $337K
15 NewCorp Financial Services, Inc. 0.26% 8,572 $300K
16 Talon Private Wealth, LLC 0.25% 53,724 $1.9M
17 Mma Asset Management LLC 0.19% 15,790 $553K
18 Sugar Maple Asset Management, LLC 0.17% 8,150 $286K
19 IFP Advisors, Inc 0.16% 217,251 $7.6M
20 PFG Advisors 0.16% 92,004 $3.2M
21 TrustBank 0.15% 11,065 $388K
22 Fiduciary Financial Group, LLC 0.13% 28,995 $1.0M
23 Triad Wealth Partners, LLC 0.13% 47,385 $1.7M
24 Signal Advisors Wealth, LLC 0.13% 53,724 $1.9M
25 Cypress Financial Planning LLC 0.11% 11,538 $404K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Innovator Etfs Trust (IOCT)

What does the Smart Money Trend signal show for IOCT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IOCT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IOCT?

Heavy selling pressure — only 36% buying: Last quarter: 53 funds sold vs only 30 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for IOCT holders?

Smaller funds dominant — 9% AUM from top-100: 7 of 99 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IOCT?

Mixed — 31% long-term, 33% new: Of the 99 current holders: 31 (31%) held >2 years, 35 held 1–2 years, and 33 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Innovator Etfs Trust (IOCT) following the 2026 Q1 hedge fund 13F filings?

As of today, IOCT has moved +1.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), IOCT has gained +4.9% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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